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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,726 | $58,241-57.5% | $81,780-69.8% | $80,911-69.4% |
| Participation rate | 54.5% | 63.4%-8.9pp | 72.4%-17.8pp | 67.6%-13.1pp |
| Annual return | 9.35% | 41.73%-32.4pp | 776.27%-766.9pp | 35.63%-26.3pp |
| Employer contribution / active EE | $503 | $2,343-78.5% | $2,914-82.7% | $2,756-81.8% |
| Participant deferral / active EE | $532 | $3,283-83.8% | $4,321-87.7% | $4,297-87.6% |
| Admin fee / account holder | $7,302 | $4,973+46.8% | $7,384-1.1% | $6,935+5.3% |